Best Financial Advisors in Bellevue, WA

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List of Firms

Bellevue, WA Fiduciary Financial Advisors

Paul R. Ried Financial Group, LLC
SEC File# 801-113796
CRD# 297284
5 out of 5
Location 10801 Main St #201, Bellevue, WA 98004, USA
Phone (425) 646-6777
Language http://www.paulried.com/
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TrueWealth Financial Partners
SEC File# 801-122242
CRD# 316079
5 out of 5
Location 915 118th Ave SE Suite 140, Bellevue, WA 98005, USA
Phone (425) 615-7360
Language http://truewealthfp.com/
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
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Pacific Financial Advisors, Inc.
5 out of 5
Location 14410 Bel-Red Rd Suite 110, Bellevue, WA 98007, USA
Phone (425) 458-2773
Language https://pacificfa.com/
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Josh Baker - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 929 108th Ave NE Ste 1200, Bellevue, WA 98004, USA
Phone (425) 372-4746
Language https://www.ameripriseadvisors.com/team/baker-phillips-wealth-management/financial-advice-team/Josh.Baker/?cid=IP_local_google
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Baird Private Wealth Management
Location 777 108th Ave NE Unit 1600, Bellevue, WA 98004, USA
Phone (877) 274-4264
Language https://bellevue.bairdwealth.com/?utm_source=google&utm_medium=local&utm_campaign=localmaps&utm_content=107
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Financial Advisors in Bellevue, WA

Where Certified Financial Advisors in Bellevue, WA Serve

Bellevue, WA is a bustling city located just east of Seattle. It is home to a plethora of landmarks, including the Bellevue Arts Museum, the Bellevue Botanical Garden, and the Bellevue Downtown Park. The city's top employers include Microsoft, T-Mobile, and Expedia, making it a hub for technology and innovation. Major highways that run through Bellevue include Interstate 405 and State Route 520, providing easy access to nearby cities and attractions. The city is divided into several neighborhoods, each with its own unique charm and character, such as Downtown Bellevue, Crossroads, and Factoria. With its vibrant culture, diverse population, and thriving economy, Bellevue is a city that truly has something for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Bellevue, WA are fortunate to have a variety of banking options available to them. One of the most common ways that residents are serviced by banks is through the numerous branch locations throughout the city. Whether you're in the bustling downtown area or one of the quieter residential neighborhoods, you're likely to find a bank branch nearby. Additionally, many banks in Bellevue offer online and mobile banking services, making it easy for residents to manage their finances on the go. One specific thing that sets Bellevue apart from other cities is its thriving tech industry, which has led to an increased demand for innovative banking solutions. As a result, many banks in Bellevue are at the forefront of digital banking, offering cutting-edge features like mobile check deposit and real-time account alerts.

Insurance Broker

Residents of Bellevue, WA can benefit greatly from the services of an insurance broker. With the city's booming economy and high standard of living, it's essential to have the right insurance coverage to protect one's assets and investments. An insurance broker can help residents navigate the complex world of insurance policies and find the best coverage for their specific needs. In a city known for its tech industry and high-income earners, an insurance broker can provide valuable advice on liability coverage, cyber insurance, and other specialized policies. Additionally, with the frequent natural disasters in the Pacific Northwest, an insurance broker can help residents ensure they have adequate coverage for earthquakes, floods, and other weather-related events. Overall, an insurance broker can be a valuable resource for Bellevue residents looking to protect their financial future.

Retirement Planning

Residents of Bellevue, WA could greatly benefit from the services of a retirement planner. With a population of over 140,000, Bellevue is a thriving city with a high cost of living. A retirement planner can assist residents in creating a personalized plan to achieve their financial goals and ensure they have a comfortable retirement. Specifically, a retirement planner can help residents navigate the local real estate market and provide guidance on downsizing or relocating to a more affordable area. Additionally, they can advise on investment strategies to maximize retirement savings and help residents understand the tax implications of their financial decisions. Overall, a retirement planner can provide peace of mind for Bellevue residents as they plan for their future.

Wealth Management

Residents of Bellevue, WA could benefit from the services of a wealth manager in a variety of ways. One of the most common ways is through investment planning and management. A wealth manager can help residents of Bellevue create a personalized investment strategy that aligns with their financial goals and risk tolerance. Additionally, a wealth manager can help residents of Bellevue navigate the complex tax laws and regulations that are unique to Washington state. For example, Washington is one of only a handful of states that does not have a state income tax, but it does have a high sales tax rate. A wealth manager can help residents of Bellevue optimize their tax situation and minimize their tax liability. Overall, a wealth manager can provide valuable guidance and support to residents of Bellevue who want to build and protect their wealth for the long-term.

Mortgage Loan Officer

Residents of Bellevue, WA can benefit from the expertise of a mortgage loan officer in a number of ways. For starters, a loan officer can help residents navigate the complex process of securing a mortgage, including understanding the different types of loans available and selecting the one that best fits their needs. Additionally, a loan officer can help residents understand the unique real estate market in Bellevue, which is known for its high property values and competitive bidding wars. With the help of a loan officer, residents can feel confident in their ability to secure a mortgage and purchase a home in this vibrant and growing city.

Tax Services

Bellevue, WA is a bustling city with a diverse population and a thriving business community. For residents of Bellevue, a tax advisor can provide valuable assistance in a number of ways. One common way that a tax advisor can help is by providing guidance on tax planning and preparation. This is especially important for residents of Bellevue, where the cost of living is high and taxes can be complex. A tax advisor can help residents navigate the various tax laws and regulations, ensuring that they are taking advantage of all available deductions and credits. Additionally, a tax advisor can provide advice on retirement planning, estate planning, and other financial matters that can have a significant impact on a resident's financial well-being. With the help of a tax advisor, residents of Bellevue can feel confident that they are making informed decisions about their finances and are taking steps to protect their financial future.

Estate Planning Lawyer

Residents of Bellevue, WA can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can assist is by helping individuals create a comprehensive estate plan that reflects their unique needs and wishes. This can include drafting a will, establishing trusts, and designating beneficiaries for retirement accounts and life insurance policies. Additionally, an estate planning lawyer can help residents of Bellevue navigate the complex tax laws that apply to estate planning, ensuring that their assets are protected and their loved ones are provided for. Given the high cost of living in Bellevue and the surrounding area, it is especially important for residents to work with an estate planning lawyer who is familiar with the unique laws and regulations that apply to this region.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Bellevue, WA

A financial advisor in Bellevue, WA can provide a wide range of financial advising services to help clients achieve their financial goals. These services may include retirement planning, investment management, tax planning, estate planning, and more. Bellevue, WA is known for its thriving technology industry, and as such, a financial advisor in this area may also specialize in providing financial advice to tech professionals and entrepreneurs. They may offer guidance on stock options, equity compensation, and other unique financial considerations that are common in the tech industry. With their bursty and complex approach to financial advising, a Bellevue-based financial advisor can help clients navigate the complexities of their finances and make informed decisions that will set them up for long-term success.

Bellevue, WA is undoubtedly the best place to get financial advising. With its thriving economy and a plethora of financial institutions, it is no wonder that this city is a hub for financial advice. The city's unique location, nestled between the picturesque Lake Washington and the majestic Cascade Mountains, provides an inspiring backdrop for financial advisors to offer their services. Moreover, the city's diverse population and growing business community create a dynamic environment for financial advisors to tailor their advice to meet the unique needs of their clients. Bellevue's financial advisors are renowned for their expertise in a wide range of financial matters, from investment management to retirement planning. They are adept at navigating the complex financial landscape and providing sound advice to their clients. Whether you are a seasoned investor or a novice, Bellevue's financial advisors have the skills and knowledge to help you achieve your financial goals.